EBC Institutional Ownership
Eastern Bankshares, Inc.
1W: +7.1%
1M: +5.1%
3M: -4.4%
YTD: +21.4%
1Y: +23.5%
3Y: +102.6%
5Y: +24.0%
$22.57
+0.06 (+0.28%)
Weekly Expected Move ±2.8%
$21
$22
$22
$23
$24
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — EBC
367
Institutional Holders
+46 vs prior quarter
0.0%
Ownership
+0.00pp
$4B
Total Invested
73
New Positions
114
Increased
119
Reduced
42
Closed
1.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (385 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 22,422,283 | $505M | +5,703,910 | +34.1% | 8Q | SEC ↗ |
| 2 | FMR LLC | 16,055,159 | $361M | +1,237,659 | +8.4% | 23Q | SEC ↗ |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 13,136,655 | $296M | +2,348,195 | +21.8% | 2Q | SEC ↗ |
| 4 | T. Rowe Price Investment Management, I | 12,630,998 | $284M | -824,789 | -6.1% | 17Q | SEC ↗ |
| 5 | STATE STREET CORP | 12,124,657 | $273M | +3,603,128 | +42.3% | 23Q | SEC ↗ |
| 6 | DIMENSIONAL FUND ADVISORS LP | 9,455,830 | $213M | +837,600 | +9.7% | 20Q | SEC ↗ |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 9,411,617 | $212M | -104,149 | -1.1% | 2Q | SEC ↗ |
| 8 | GOLDMAN SACHS GROUP INC | 7,507,507 | $169M | +6,012,300 | +402.1% | 15Q | SEC ↗ |
| 9 | HoldCo Asset Management, LP | 7,382,772 | $166M | — | +0.0% | 5Q | SEC ↗ |
| 10 | JENNISON ASSOCIATES LLC | 6,514,253 | $147M | -331,963 | -4.8% | 23Q | SEC ↗ |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 5,791,627 | $130M | +240,603 | +4.3% | 23Q | SEC ↗ |
| 12 | WELLINGTON MANAGEMENT GROUP LLP | 5,680,338 | $128M | -305,774 | -5.1% | 23Q | SEC ↗ |
| 13 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 3,660,287 | $82M | +2,212,508 | +152.8% | 5Q | SEC ↗ |
| 14 | NOMURA ASSET MANAGEMENT INTERNATIONAL | 2,918,045 | $66M | -80,135 | -2.7% | 3Q | SEC ↗ |
| 15 | JPMORGAN CHASE & CO | 2,597,403 | $58M | +1,389,151 | +115.0% | 23Q | SEC ↗ |
| 16 | NORTHERN TRUST CORP | 2,471,316 | $56M | +529,789 | +27.3% | 23Q | SEC ↗ |
| 17 | FRONTIER CAPITAL MANAGEMENT CO LLC | 2,332,022 | $52M | -508,271 | -17.9% | 8Q | SEC ↗ |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 2,153,384 | $48M | +96,573 | +4.7% | 15Q | SEC ↗ |
| 19 | Sixth Street Partners Management Compa NEW | 2,153,384 | $48M | — | +0.0% | 1Q | SEC ↗ |
| 20 | NORGES BANK NEW | 1,994,543 | $45M | — | +0.0% | 1Q | SEC ↗ |
| 21 | MORGAN STANLEY | 1,949,358 | $44M | +635,900 | +48.4% | 23Q | SEC ↗ |
| 22 | BROWN ADVISORY INC | 1,903,527 | $43M | -60,028 | -3.1% | 23Q | SEC ↗ |
| 23 | JUPITER ASSET MANAGEMENT LTD NEW | 1,837,919 | $41M | — | +0.0% | 1Q | SEC ↗ |
| 24 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 1,820,072 | $41M | -95,635 | -5.0% | 10Q | SEC ↗ |
| 25 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 1,771,172 | $40M | -76,122 | -4.1% | 9Q | SEC ↗ |
| 26 | BANK OF AMERICA CORP /DE | 1,717,075 | $39M | +948,454 | +123.4% | 15Q | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 1,685,203 | $38M | +580,339 | +52.5% | 23Q | SEC ↗ |
| 28 | Nuveen, LLC | 1,626,323 | $37M | +234,643 | +16.9% | 6Q | SEC ↗ |
| 29 | WILLIAM BLAIR INVESTMENT MANAGEMENT, L | 1,547,993 | $35M | -410,162 | -20.9% | 20Q | SEC ↗ |
| 30 | FIRST TRUST ADVISORS LP | 1,481,263 | $33M | +1,362,636 | +1148.7% | 11Q | SEC ↗ |
| 31 | EASTERN BANK | 1,472,122 | $33M | +35,169 | +2.4% | 8Q | SEC ↗ |
| 32 | UBS Group AG | 1,426,371 | $32M | +373,031 | +35.4% | 23Q | SEC ↗ |
| 33 | VANGUARD FIDUCIARY TRUST CO | 1,410,976 | $32M | +3,911 | +0.3% | 2Q | SEC ↗ |
| 34 | MANUFACTURERS LIFE INSURANCE COMPANY, | 1,290,830 | $29M | +6,203 | +0.5% | 23Q | SEC ↗ |
| 35 | Impax Asset Management Group plc | 1,275,000 | $29M | — | +0.0% | 18Q | SEC ↗ |
| 36 | Public Sector Pension Investment Board NEW | 1,153,166 | $26M | — | +0.0% | 1Q | SEC ↗ |
| 37 | PRINCIPAL FINANCIAL GROUP INC NEW | 1,027,908 | $23M | — | +0.0% | 1Q | SEC ↗ |
| 38 | Bridgewater Associates, LP | 924,805 | $21M | -16,540 | -1.8% | 4Q | SEC ↗ |
| 39 | CANADA PENSION PLAN INVESTMENT BOARD NEW | 620,100 | $14M | — | +0.0% | 1Q | SEC ↗ |
| 40 | Invesco Ltd. | 585,789 | $13M | +197,637 | +50.9% | 23Q | SEC ↗ |
| 41 | BARCLAYS PLC | 548,451 | $12M | -8,217 | -1.5% | 18Q | SEC ↗ |
| 42 | RHUMBLINE ADVISERS | 532,934 | $12M | +260,279 | +95.5% | 23Q | SEC ↗ |
| 43 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 502,120 | $11M | -413,318 | -45.1% | 3Q | SEC ↗ |
| 44 | Freestone Grove Partners LP | 496,320 | $11M | +41,052 | +9.0% | 3Q | SEC ↗ |
| 45 | AMERIPRISE FINANCIAL INC | 483,903 | $11M | +307,267 | +174.0% | 16Q | SEC ↗ |
| 46 | Legal & General Group Plc | 481,736 | $11M | +299,233 | +164.0% | 23Q | SEC ↗ |
| 47 | UBS AM, a distinct business unit of UB | 440,192 | $10M | +28,466 | +6.9% | 22Q | SEC ↗ |
| 48 | AMERICAN CENTURY COMPANIES INC | 431,276 | $10M | +139,915 | +48.0% | 15Q | SEC ↗ |
| 49 | Swiss National Bank | 422,464 | $10M | -2,500 | -0.6% | 21Q | SEC ↗ |
| 50 | Cerity Partners LLC | 395,642 | $9M | -7,620 | -1.9% | 8Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 2,153,384 | $48M |
| NORGES BANK | 1,994,543 | $45M |
| JUPITER ASSET MANAGEMENT LTD | 1,837,919 | $41M |
| Public Sector Pension Investment Bo | 1,153,166 | $26M |
| PRINCIPAL FINANCIAL GROUP INC | 1,027,908 | $23M |
| CANADA PENSION PLAN INVESTMENT BOAR | 620,100 | $14M |
| HEALTHCARE OF ONTARIO PENSION PLAN | 240,000 | $5M |
| Thrivent Financial for Lutherans | 145,799 | $3M |
| PICTON MAHONEY ASSET MANAGEMENT | 122,167 | $3M |
| Curi Capital, LLC | 117,769 | $3M |
| Vest Financial, LLC | 95,197 | $2M |
| Jupiter Topco LLC | 94,598 | $2M |
| Louisiana State Employees Retiremen | 93,200 | $2M |
| State of Alaska, Department of Reve | 70,030 | $2M |
| ALGERT GLOBAL LLC | 66,290 | $1M |
| AMALGAMATED BANK | 57,318 | $1M |
| YOUSIF CAPITAL MANAGEMENT, LLC | 56,732 | $1M |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC | 50,427 | $1M |
| OREGON PUBLIC EMPLOYEES RETIREMENT | 48,300 | $1M |
| TEACHERS RETIREMENT SYSTEM OF THE S | 36,500 | $822K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Qube Research & Technologies Ltd | 2,159,242 | $49M |
| FJ Capital Management LLC | 1,741,864 | $39M |
| Alyeska Investment Group, L.P. | 1,200,000 | $27M |
| North Reef Capital Management LP | 796,451 | $18M |
| Jain Global LLC | 529,372 | $12M |
| CITADEL ADVISORS LLC | 425,795 | $10M |
| ALGEBRIS (UK) LTD | 382,442 | $9M |
| MILLENNIUM MANAGEMENT LLC | 237,339 | $5M |
| Squarepoint Ops LLC | 236,867 | $5M |
| Balyasny Asset Management L.P. | 219,405 | $5M |
| Ruffer LLP | 160,133 | $4M |
| XTX Topco Ltd | 139,983 | $3M |
| Weiss Asset Management LP | 84,613 | $2M |
| Verition Fund Management LLC | 63,618 | $1M |
| Atom Investors LP | 57,297 | $1M |
| TWINBEECH CAPITAL LP | 43,900 | $988K |
| Verdence Capital Advisors LLC | 42,631 | $960K |
| Y-Intercept (Hong Kong) Ltd | 41,017 | $923K |
| DZ BANK AG Deutsche Zentral Genosse | 40,123 | $903K |
| HRT FINANCIAL LP | 35,246 | $793K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | +6,012,300 | +402.1% | 7,507,507 |
| BlackRock, Inc. | +5,703,910 | +34.1% | 22,422,283 |
| STATE STREET CORP | +3,603,128 | +42.3% | 12,124,657 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +2,348,195 | +21.8% | 13,136,655 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +2,212,508 | +152.8% | 3,660,287 |
| JPMORGAN CHASE & CO | +1,389,151 | +115.0% | 2,597,403 |
| FIRST TRUST ADVISORS LP | +1,362,636 | +1148.7% | 1,481,263 |
| FMR LLC | +1,237,659 | +8.4% | 16,055,159 |
| BANK OF AMERICA CORP /DE | +948,454 | +123.4% | 1,717,075 |
| DIMENSIONAL FUND ADVISORS LP | +837,600 | +9.7% | 9,455,830 |
| MORGAN STANLEY | +635,900 | +48.4% | 1,949,358 |
| Bank of New York Mellon Corp | +580,339 | +52.5% | 1,685,203 |
| NORTHERN TRUST CORP | +529,789 | +27.3% | 2,471,316 |
| UBS Group AG | +373,031 | +35.4% | 1,426,371 |
| AMERIPRISE FINANCIAL INC | +307,267 | +174.0% | 483,903 |
| Legal & General Group Plc | +299,233 | +164.0% | 481,736 |
| RHUMBLINE ADVISERS | +260,279 | +95.5% | 532,934 |
| GEODE CAPITAL MANAGEMENT, LLC | +240,603 | +4.3% | 5,791,627 |
| Nuveen, LLC | +234,643 | +16.9% | 1,626,323 |
| Invesco Ltd. | +197,637 | +50.9% | 585,789 |